VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,064,598 | -3.3% | 12,945 | +0.3% | 0.68% | -0.1% |
Q2 2023 | $2,134,983 | +6.3% | 12,908 | +2.1% | 0.68% | +1.8% |
Q1 2023 | $2,007,679 | -0.1% | 12,646 | -0.1% | 0.67% | -3.9% |
Q4 2022 | $2,009,773 | +10.9% | 12,656 | +0.1% | 0.70% | +7.7% |
Q3 2022 | $1,813,000 | -10.0% | 12,641 | -6.0% | 0.65% | -3.3% |
Q2 2022 | $2,014,000 | -23.6% | 13,446 | -10.2% | 0.67% | -11.7% |
Q1 2022 | $2,635,000 | +31.3% | 14,975 | +33.5% | 0.76% | +43.8% |
Q4 2021 | $2,007,000 | +17.9% | 11,219 | +11.5% | 0.53% | +1.9% |
Q3 2021 | $1,703,000 | -29.5% | 10,060 | -27.6% | 0.52% | -28.4% |
Q2 2021 | $2,415,000 | +4.4% | 13,904 | -0.5% | 0.72% | -0.1% |
Q1 2021 | $2,314,000 | +23.3% | 13,971 | +5.8% | 0.72% | +17.9% |
Q4 2020 | $1,877,000 | +126.1% | 13,200 | +75.9% | 0.61% | +107.4% |
Q3 2020 | $830,000 | +74.7% | 7,504 | +68.7% | 0.30% | +59.1% |
Q2 2020 | $475,000 | +20.9% | 4,448 | +0.4% | 0.19% | +10.7% |
Q1 2020 | $393,000 | -36.3% | 4,430 | -1.6% | 0.17% | -28.5% |
Q4 2019 | $617,000 | +46.6% | 4,503 | +37.7% | 0.24% | -8.9% |
Q3 2019 | $421,000 | -1.4% | 3,271 | 0.0% | 0.26% | -1.1% |
Q2 2019 | $427,000 | +1.4% | 3,271 | 0.0% | 0.26% | -1.1% |
Q1 2019 | $421,000 | +12.9% | 3,271 | 0.0% | 0.26% | +0.4% |
Q4 2018 | $373,000 | -17.3% | 3,271 | +1.1% | 0.26% | +1.9% |
Q3 2018 | $451,000 | -45.9% | 3,236 | -47.3% | 0.26% | -49.3% |
Q2 2018 | $834,000 | +4.5% | 6,140 | -0.4% | 0.51% | +3.2% |
Q1 2018 | $798,000 | +84.3% | 6,165 | +89.1% | 0.49% | +86.0% |
Q4 2017 | $433,000 | +3.8% | 3,261 | 0.0% | 0.26% | -1.9% |
Q3 2017 | $417,000 | +4.0% | 3,261 | 0.0% | 0.27% | +1.1% |
Q2 2017 | $401,000 | 0.0% | 3,261 | 0.0% | 0.27% | -3.3% |
Q1 2017 | $401,000 | -43.2% | 3,261 | -44.1% | 0.28% | -43.9% |
Q4 2016 | $706,000 | +85.8% | 5,838 | +70.2% | 0.49% | +80.2% |
Q3 2016 | $380,000 | +5.3% | 3,431 | 0.0% | 0.27% | -0.4% |
Q2 2016 | $361,000 | -3.7% | 3,431 | -6.8% | 0.27% | -3.5% |
Q1 2016 | $375,000 | +3.0% | 3,681 | 0.0% | 0.28% | +3.3% |
Q4 2015 | $364,000 | -3.4% | 3,681 | -5.4% | 0.28% | -6.5% |
Q3 2015 | $377,000 | -12.3% | 3,893 | -2.5% | 0.29% | -2.3% |
Q2 2015 | $430,000 | -4.0% | 3,993 | -2.4% | 0.30% | -2.6% |
Q1 2015 | $448,000 | -0.7% | 4,093 | -4.0% | 0.31% | +2.7% |
Q4 2014 | $451,000 | +3.7% | 4,263 | -2.3% | 0.30% | 0.0% |
Q3 2014 | $435,000 | -6.0% | 4,362 | -0.6% | 0.30% | -4.1% |
Q2 2014 | $463,000 | -22.3% | 4,387 | -26.0% | 0.31% | -23.8% |
Q1 2014 | $596,000 | +2.1% | 5,927 | -1.2% | 0.41% | +1.7% |
Q4 2013 | $584,000 | +6.0% | 6,002 | -1.6% | 0.40% | -0.5% |
Q3 2013 | $551,000 | -20.4% | 6,102 | -26.2% | 0.41% | -4.5% |
Q2 2013 | $692,000 | – | 8,264 | – | 0.43% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |